OM Partners
OM Partners is a healthcare-focused investment bank operating as OM Partners, LLC. Its publicly described activities include M&A advisory, private placements, and strategic financial advice.
What stands out about OM Partners
OM Partners publicly focuses on healthcare and identifies M&A advisory, private placements, and strategic financial advice among its activities. Publicly identified transaction examples include healthcare company sales, a growth-equity investment, and a completed sale of a business division and associated intellectual property.[1][2][3][6]
What does OM Partners do?
OM Partners is a healthcare-focused investment bank operating as OM Partners, LLC. The firm publicly states that it provides financial and strategic advice using an “Opportunity Minded” approach.
Its public company profile identifies Nashville, Tennessee as headquarters and Houston, Texas as an additional location. The same profile lists a company size of 2-10 employees.[1][3]
FINRA identifies OM Partners as an intermediary advising companies on M&A activity, including purchases, sales, exchanges, issuances, repurchases, redemptions, business combinations, corporate restructurings, going-private transactions, and divestitures. The FINRA report also lists private placements of securities as a business type.
OM Partners’ audited financial statement states that success fees from M&A advisory services are its primary source of revenue.[2][6]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
What should a business owner evaluate before hiring OM Partners?
An owner evaluating OM Partners can ask the firm to define its current healthcare subsector and transaction-size criteria, provide additional closed or completed transaction references, and explain its buyer-outreach approach. The owner should request the proposed success-fee percentage, minimum fee, tail period, and termination rights, because the SEC-filed audited financial statement does not publish a universal success-fee percentage, minimum fee, tail period, termination schedule, or other standardized engagement-fee schedule. The owner should also clarify the proposed retainer, expense reimbursement, exclusivity provisions, conflicts disclosures, expected timeline, and senior-team involvement with the firm.[1][3][4][5][6]
Can OM Partners provide additional closed or completed transaction references, including dates, consideration structure, and buyer type
What are the proposed success-fee percentage, minimum fee, retainer, expense reimbursement, tail period, termination rights, and exclusivity provisions
What size transactions and clients does OM Partners focus on?
OM Partners publicly describes itself as healthcare-focused. Its company description identifies healthcare, healthcare technology, healthcare services, M&A, and digital health as specialties.[1][3]
- Advised Loyal on its sale to Clarify Health Solutions.
- Advised Advocatia Solutions on its sale to Azara Healthcare.
- Advised Cosán Group on a strategic growth-equity investment led by Ziegler Link•age Funds and The Specialty Alliance.
- Served as exclusive financial advisor to Advent Health Partners in its sale to Trend Health Partners, a portfolio company of Lone View Capital.
- Advised MedAdvisor Solutions US on the completed sale of its ANZ business division and associated intellectual property to Jonas Software.
The official OM Partners company-page announcement for the cited Loyal matter does not publish the transaction value or complete consideration terms.[3][4][5]
The firm’s publicly identified transaction activities include M&A advisory and private placements. The FINRA description also covers divestitures, business combinations, corporate restructurings, and going-private transactions.
Named public examples include company sales, a strategic growth-equity investment, and the completed sale of a business division and associated intellectual property.[2][3][5]
What does OM Partners publicly disclose about fees, process and engagement terms?
The official OM Partners homepage does not state a universal minimum revenue, EBITDA, transaction-size, or client-size criterion, and it does not publish a complete transaction archive.
The SEC-filed audited financial statement does not publish a universal success-fee percentage, minimum fee, tail period, termination schedule, or other standardized engagement-fee schedule. The official company-page announcement for the cited Loyal matter does not publish the transaction value or complete consideration terms.[1][3][6]
FINRA classifies OM PARTNERS, LLC as a Tennessee limited liability company formed on April 4, 2022, with CRD #323351 and SEC #8-70992. The FINRA firm report states that the firm is currently registered with the SEC, one self-regulatory organization, and Tennessee, and is registered with the SEC as a broker-dealer.
An SEC-filed audited financial statement states that OM Partners, LLC is a registered broker-dealer and a member of FINRA and SIPC.[2][6]
The public sources describe OM Partners as an M&A intermediary and advisor and identify success fees from M&A advisory services as its primary revenue source. The official homepage does not state a universal transaction-size threshold.[1][2][6]
Questions to ask before hiring OM Partners
Which healthcare subsectors and transaction sizes does the firm currently serve?
Can OM Partners provide additional closed or completed transaction references, including dates, consideration structure, and buyer type?
What are the proposed success-fee percentage, minimum fee, retainer, expense reimbursement, tail period, termination rights, and exclusivity provisions?
Does the firm represent buyers, sellers, or both in the relevant sector, and how are conflicts handled?
Sources & research notes
- Official website / firm overview
- FINRA regulatory record
- Industry focus
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- SEC filing / regulatory record
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
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